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Is there a way to split scheduled transactions from TBB into categories without messing up reports?
Ok, let me explain a little better. I had set up my income events in scheduled transactions, going into "Income for Next Month" and then a split out of INM and into category "X" with the hope that…
- Bruce
- Software Engineer
- Bruce
- 1 hr ago
- 4 replies
- 15
- DelaYNAB Support12 min ago
- Using YNAB
API request to create account with type 'otherAsset' changes type to 'other Asset'
I'm working on a script that will create some tracking accounts, and I discovered what looks like a bug in the create account endpoint (i.e. POST to /budgets/{budget_id}/accounts).…
- Aquamarine Network
- Aquamarine_Network.13
- yesterday
- 1 reply
- 10
- Sarah (YNAB Support)15 min ago
- API & Integrations
"Pending Transactions" import feature breaking my budget
I have not posted in quite a while, but this new Pending Transactions feature is breaking my reconciliation process. I just sent the message below to the help email,…
- kmorgan221
- kmorgan221
- 1 mth ago
- 148 replies
- 1,177
- 1
- Herman20 min ago
- Using YNAB
- NicoleYNAB Support
- nicole_ynab
- 1 mth ago
- Reported - view
Hi all! There is trend in the thread, and I wanted to post a few quick updates: Pending Transactions (Direct Import issue) When duplicate transactions are importing as cleared in your register (with…
The Official 2020 Debt Smackdown
Welcome to the Official* 2020 Debt Smackdown! Happy new year everyone! That's right, we're back for 2020. Last year we saw about 310 of us brutally destroy about $3 million in debt. Wow. Right.…
- BritishMuseum
- BritishMuseum
- 11 mths ago
- 3,510 replies
- 12,657
- 118
- DelaYNAB Support41 min ago
- Join A Challenge
- BritishMuseum
- BritishMuseum
- 9 mths ago
- 17
- Reported - view
Hey Everyone! Since the sheet is so huge now I wanted to share a top tip to quickly find your row - if you bookmark the link somewhere in your browser,…
Ally vs 360 Syncing?
New to YNAB. I can't seem to add my Capital One 360 accounts, but I think that's a known issue. Are Ally accounts any better? I might switch to Ally, of they sync with YNAB
- Gold Piranha
- Gold_Piranha.8
- yesterday
- 4 replies
- 23
- RIP_MSMoney41 min ago
- API & Integrations
Starting Balance Incorrect?
Hi, Just signed up. Imported my Checking and Savings accounts automatically linked. My Savings account cleared balance and working balance are the same as my starting balance in YNAB.…
- Slate Blue Wildebeest
- Slate_Blue_Wildebeest.8
- 4 hrs ago
- 7 replies
- 34
- DexterCat1 hr ago
- Using YNAB
Apple Card Breaks YNAB system for me
Well it would be nice to use the Apple Card but now that I've fully explored ( I think!) my options until Goldman Sachs/Apple allows import of transactions I won't be using it.…
- Annamarie
- Annamarie
- yesterday
- 10 replies
- 81
- Annieland1 hr ago
- Credit Cards & Debt
Capital One syncing is busted again
Basically the same issue I had in this thread: https://support.youneedabudget.com/t/35hy7nh/plaid-sucks-is-it-going-to-get-any-better Can someone change my provider back?…
- Lavender Router
- Lavender_Router.9
- 3 days ago
- 3 replies
- 58
- 1
- Lavender Router1 hr ago
- Using YNAB
Age of Money - Twenty-twenty!
Hey, in my variant of English it rhymes! Starting up the AoM challenge for the new year! ----RULES---- 1. Choose a day every month that you will post your AOM to the google spreadsheet (link below).…
- bevocat
- Sometimes, It Just Sucks to Be You
- bevocat
- 10 mths ago
- 356 replies
- 3,294
- 15
- Moohouse2 hrs ago
- Join A Challenge
- NicoleYNAB Support
- nicole_ynab
- 9 mths ago
- Reported - view
To quickly find your line in the spreadsheet , use ctrl+F (or command+F on a Mac) it will open a search bar and you can type in your name.
Ability to change the Quick Budget presets?
Is there a way to change the quick budget presets? For example, as I get a bi-weekly paycheck it would be nice to click a button and fund Half of my budgeted amount for categories like groceries.…
- Maroon Lobster
- Maroon_Lobster.9
- 5 hrs ago
- 2 replies
- 24
- MatthewYNAB Support2 hrs ago
- Setting Up Your Budget
What debt to pay when/what categories to save for first?
Hi everyone, i am slowly starting to make my way around YNAB and budgeting. I am really, really bad at it and have spent thousands of dollars I wish I had back.…
- Alice Blue Sander
- Alice_Blue_Sander
- 20 hrs ago
- 18 replies
- 69
- HappyDance3 hrs ago
- Dealing with Debt
Scanning/Adding Receipts: Why?
Hey YNAB Forum-ers (okay, that needs work...)! A pretty common request that comes through the feedback & feature request channels is the ability to be able to scan/attach a picture of a receipt to a…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 2 yrs ago
- 259 replies
- 12,835
- 39
- Orchid Cup3 hrs ago
- Using YNAB
- FanessYNAB Support
- Faness_YNAB
- 8 mths ago
- 3
- Reported - view
At the moment, we aren't able to incorporate receipt scanning into YNAB. We spent a cycle inquiring about this option, but the technology just isn't there at the moment for us to work receipts into…
Credit score
I'm new to YNAB. Question, am I able to access my credit score through YNAB?
- Maroon Disk
- Maroon_Disk.8
- 20 hrs ago
- 5 replies
- 41
- jenmas4 hrs ago
- Using YNAB
Webhook for new transactions?
Excited for the API announcement today! Was curious if any of the endpoints (particularly /transactions) would support webhooks so apps could be notified when new transactions are added?
- alextran
- alextran
- 2 yrs ago
- 12 replies
- 753
- 3
- BradyYNAB Team5 hrs ago
- API & Integrations
When to Reconcile?
So, my various accounts all close on different days of the month. Credit cards on the 10th and 23rd, Checking anywhere from the 21st to the 24th, and my investment accounts on different days too.…
- Debtectomy
- All Debt Hurts US
- debtectomy
- 23 hrs ago
- 41 replies
- 104
- 1
- dakinemaui5 hrs ago
- Using YNAB
Manual split entry with automatic import
I usually make manual entry for purchases and then wait for the auto import form bank to come in and link. Currently i have a transaction that will be split into multiple categories if i split it,…
- Aquamarine Commander
- Aquamarine_Commander.9
- 7 hrs ago
- 1 reply
- 13
- dakinemaui5 hrs ago
- Using YNAB
Overspent CC category
I have had YNAB for about a year now. I use my credit card for all purchases and pay it off in full every month. I do not have any over spent categories in my budget.…
- Slate Blue Viper
- Slate_Blue_Viper.11
- yesterday
- 9 replies
- 70
- Slate Blue Viper7 hrs ago
- Credit Cards & Debt
Can I Un-reconcile an account?
I was happily reconciling my accounts today when a snafu occured. I don't know exactly how but am sure it's related to some transaction changes made along the way ie,…
- Tamara Naftal
- tnaftal
- 2 yrs ago
- 10 replies
- 3,510
- Don Denton9 hrs ago
- Using YNAB
- Answered
- Answered
Mutual Funds & Offer vs Bid price
Hi, I'm a long time YNABer and it truly has given my family a very comfortable financial position. I have something new I'd like to do in YNAB and I'm hoping someone can help advise on the best way…
- Beige Captain
- Beige_Captain.10
- 20 hrs ago
- 1 reply
- 14
- Superbone20 hrs ago
- Saving & Investing
The Ongoing Issues with YNAB and Importing
I love YNAB and it has made a meaningful difference in my life teaching me valuable budgeting skills and cutting through all the sales/marketing that is inflicted upon millions of us by the…
- Festive Healer
- Dad
- Gray_Cleric.8
- 5 mths ago
- 2 replies
- 112
- Ivory Mill22 hrs ago
- Using YNAB
Capital One Disaster
Wow, if you thought Capital One was a disaster before this new downloading procedure, you would be wrong. The new download system is so horrendous it is almost enough to make me consider other…
- JW
- Slate_Gray_Piranha.6
- 6 mths ago
- 41 replies
- 1,462
- 8
- Maroon Diskyesterday
- Using YNAB
How to import categories from csv
Hi, is there a possibility to import categories from the csv file? All my transactions are imported correctly, however the category field is lost. I already tried naming the category column…
- Slate Blue Hail
- Slate_Blue_Hail.5
- 2 yrs ago
- 19 replies
- 944
- 4
- MatthewYNAB Supportyesterday
- Using YNAB
USAA auto syncing
Since I use USAA's CyberCode Text for login, and since all members of USAA will be moving to MFA in the near future, can we have the option to turn off auto-syncing?…
- Magenta Hammer
- Magenta_Hammer.4
- 3 days ago
- 4 replies
- 51
- 2
- MatthewYNAB Supportyesterday
- Using YNAB
New YNABer Q's
Hi all! I'm a fresh new YNABer, starting to budget. I have 3 questions about setting up mu budget: 1. Me and my spouse spend roughly 2500 a year on clothes.…
- Dan
- dan.1
- yesterday
- 4 replies
- 56
- dakinemauiyesterday
- Setting Up Your Budget
managing paying off a loan with a line of credit
New to YNAB. I have a Line of Credit with a really good rate. I used this LOC to pay-off a high interest loan. I created an account for the loan and showed the transfer going out of my Line of…
- Navy Blue Cougar
- Navy_Blue_Cougar
- 2 days ago
- 3 replies
- 52
- dakinemauiyesterday
- Dealing with Debt

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